Accounting Practice Insights - Our Blog

Our Blog is a collection of lessons, insights and observations borrowed from our books, work, life and ongoing client experiences. It all started simply enough…from a hand-written notebook of insights and observations from successful deals, thriving practices, ambitious owners, optimistic sellers and eager buyers.

Month: October 2015

Staffing an Accounting Practice Remotely This article first appeared in The Journal of Accountancy’s CPA Insider™ My team has worked exclusively remotely now for about seven years. But recently, I heard about a company that takes remote working to an even greater extreme. On an airplane, I met a woman who was flying from Florida […]

Accountants Working Together Listen to our exciting conversation with Allen Sloan who is the founder and managing partner of The Sloan Group. Allen started his practice in the basement of his family home with only a handful of clients and has grown it into a multi-partner office with about 30,000 square feet of office space. […]

Stumbling Block to Starting your Own CPA Practice Potential problems to starting a CPA practice include an insufficient client base and partner mismatch. This article first appeared in The CPA Insider™. As with any new business, a CPA practice requires time, money, energy, and creativity. By planning in advance, you can better anticipate […]